Evernest Financial Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Evernest Financial Advisors’s Portfolio BBCA Stock Details BBCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$291K	Buy	2,923 +198	+7%	+$19.7K	0.06%	155
2026 Q1	$271K	Hold	2,725	–	–	0.06%	158
2025 Q4	$264K	Buy	+2,725	New	+$243K	0.06%	153

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Evernest Financial Advisors's BBCA Position: Q2 2026 in Review

Evernest Financial Advisors increased its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 7.3% in Q2 2026, buying an estimated $19.7K and bringing the position to 2,923 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #155.

Evernest Financial Advisors first reported a position in BBCA in Q4 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Evernest Financial Advisors held 2,923 shares of JPMorgan BetaBuilders Canada ETF worth $291K as of Q2 2026.
Evernest Financial Advisors bought 198 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $19.7K.
JPMorgan BetaBuilders Canada ETF made up 0.06% of Evernest Financial Advisors's portfolio in Q2 2026, its #155 holding.
Evernest Financial Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2025 and has held it in 3 quarters since.
262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.